Hodges Capital Management Inc. Q2 2024 Filing
Filed August 2, 2024
Portfolio Value
$1.5B
Holdings
218
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (218 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $55.3M |
MTDRMATADOR RES CO | $52.4M |
NVDANVIDIA CORPORATION | $46.5M |
UBERUBER TECHNOLOGIES INC | $40.7M |
EXPEAGLE MATLS INC | $38.6M |
CLFCLEVELAND-CLIFFS INC NEW | $33.9M |
FCXFREEPORT-MCMORAN INC | $29.5M |
DKNGDRAFTKINGS INC NEW | $28.7M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $28.6M |
ONONON HLDG AG | $27.8M |
MSFTMICROSOFT CORP | $27.7M |
BANCBANC OF CALIFORNIA INC | $25.4M |
CALYTOPGOLF CALLAWAY BRANDS CORP | $25.1M |
TMHCTAYLOR MORRISON HOME CORP | $24.8M |
PRPERMIAN RESOURCES CORP | $24.8M |
MUMICRON TECHNOLOGY INC | $21.4M |
WYNNWYNN RESORTS LTD | $20.7M |
ABNBAIRBNB INC | $20.2M |
SCVLSHOE CARNIVAL INC | $19.0M |
HALOHALOZYME THERAPEUTICS INC | $17.7M |
SOYSUNOPTA INC | $17.3M |
AAPLAPPLE INC | $17.2M |
FOURSHIFT4 PMTS INC | $17.1M |
ETDETHAN ALLEN INTERIORS INC | $15.2M |
HTHHILLTOP HOLDINGS INC | $14.8M |
NVONOVO-NORDISK A S | $13.9M |
CMCCOMMERCIAL METALS CO | $13.9M |
CYBRCYBERARK SOFTWARE LTD | $13.3M |
XOMEXXON MOBIL CORP | $12.7M |
ONON SEMICONDUCTOR CORP | $12.5M |
CARTMAPLEBEAR INC | $12.4M |
CNKCINEMARK HLDGS INC | $12.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $12.2M |
TSEMTOWER SEMICONDUCTOR LTD | $12.0M |
KEKIMBALL ELECTRONICS INC | $12.0M |
OKEONEOK INC NEW | $11.8M |
EXECHESAPEAKE ENERGY CORP | $11.7M |
AMZNAMAZON COM INC | $11.6M |
GNRCGENERAC HLDGS INC | $11.5M |
TCBITEXAS CAP BANCSHARES INC | $11.0M |
TSNTYSON FOODS INC | $10.8M |
ASOACADEMY SPORTS & OUTDOORS IN | $10.8M |
AVNWAVIAT NETWORKS INC | $10.5M |
SFIXSTITCH FIX INC | $10.4M |
DIODDIODES INC | $9.9M |
EVHEVOLENT HEALTH INC | $9.7M |
SYMSYMBOTIC INC | $9.5M |
NVGSNAVIGATOR HLDGS LTD | $9.5M |
CALMCAL MAINE FOODS INC | $9.5M |
GPKGRAPHIC PACKAGING HLDG CO | $9.4M |
JPMJPMORGAN CHASE & CO | $9.1M |
WMTWALMART INC | $9.1M |
OCOWENS CORNING NEW | $9.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.9M |
HPEHEWLETT PACKARD ENTERPRISE C | $8.8M |
VRTVERTIV HOLDINGS CO | $8.8M |
BCBRUNSWICK CORP | $8.5M |
TFINTRIUMPH FINANCIAL INC | $8.5M |
PBPROSPERITY BANCSHARES INC | $8.3M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $7.8M |
ALKALASKA AIR GROUP INC | $7.6M |
MRKMERCK & CO INC | $7.6M |
PARPAR TECHNOLOGY CORP | $7.4M |
BABOEING CO | $7.2M |
BRBRBELLRING BRANDS INC | $7.2M |
BLDRBUILDERS FIRSTSOURCE INC | $7.0M |
ALGALAMO GROUP INC | $6.9M |
LLYELI LILLY & CO | $6.9M |
IBMINTERNATIONAL BUSINESS MACHS | $6.8M |
VRNSVARONIS SYS INC | $6.8M |
IRWDIRONWOOD PHARMACEUTICALS INC | $6.8M |
COHRCOHERENT CORP | $6.7M |
KEXKIRBY CORP | $6.5M |
GPIGROUP 1 AUTOMOTIVE INC | $6.4M |
COSTCOSTCO WHSL CORP NEW | $6.4M |
FT2FIRST HORIZON CORPORATION | $6.4M |
SMSM ENERGY CO | $6.4M |
CATCATERPILLAR INC | $6.3M |
ZETAZETA GLOBAL HOLDINGS CORP | $6.2M |
TXRHTEXAS ROADHOUSE INC | $6.2M |
ABBVABBVIE INC | $6.1M |
ALKTALKAMI TECHNOLOGY INC | $6.0M |
GNRCGENERAC HLDGS INC | $5.9M |
HOMBHOME BANCSHARES INC | $5.6M |
GSGOLDMAN SACHS GROUP INC | $5.6M |
LITELUMENTUM HLDGS INC | $5.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.5M |
CHRDCHORD ENERGY CORPORATION | $5.5M |
AMGNAMGEN INC | $5.4M |
ICHRICHOR HOLDINGS | $5.4M |
ETENERGY TRANSFER L P | $5.3M |
DVDOUBLEVERIFY HLDGS INC | $5.3M |
HDHOME DEPOT INC | $5.2M |
ACAARCOSA INC | $5.0M |
GBXGREENBRIER COS INC | $5.0M |
PUMPPROPETRO HLDG CORP | $4.9M |
DGIIDIGI INTL INC | $4.9M |
CRSCARPENTER TECHNOLOGY CORP | $4.8M |
AESIATLAS ENERGY SOLUTIONS INC | $4.6M |
GPORGULFPORT ENERGY CORP | $4.5M |
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